Aspire Private Capital’s Annaly Capital Management NLY Stock Holding History

Aspire Private Capital’s Portfolio NLY Stock Details NLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$252K	Sell	11,275 -992	-8%	-$21.9K	0.05%	163
2026 Q1	$259K	Sell	12,267 -6,071	-33%	-$138K	0.06%	152
2025 Q4	$410K	Sell	18,338 -1,472	-7%	-$32K	0.09%	130
2025 Q3	$400K	Sell	19,810 -2,009	-9%	-$41.7K	0.09%	137
2025 Q2	$411K	Buy	21,819 +1,207	+6%	+$22.9K	0.1%	140
2025 Q1	$419K	Buy	20,612 +2,110	+11%	+$43.4K	0.1%	138
2024 Q4	$339K	Buy	18,502 +2,624	+17%	+$51.3K	0.08%	133
2024 Q3	$319K	Buy	15,878 +3,173	+25%	+$63.6K	0.08%	132
2024 Q2	$242K	Buy	12,705 +1,982	+18%	+$38.5K	0.06%	139
2024 Q1	$211K	Buy	10,723 +3,000	+39%	+$57.8K	0.06%	151
2023 Q4	$150K	Buy	7,723 +53	+0.7%	+$945	0.04%	149
2023 Q3	$144K	Buy	7,670 +3,958	+107%	+$78.7K	0.05%	144
2023 Q2	$74.3K	Buy	3,712 +430	+13%	+$8.35K	0.02%	177
2023 Q1	$62.7K	Buy	3,282 +2,741	+507%	+$57.8K	0.02%	186
2022 Q4	$11.4K	Buy	541 +324	+149%	+$6.38K	﹤0.01%	349
2022 Q3	$4K	Buy	217 +165	+317%	+$4.16K	﹤0.01%	444
2022 Q2	$1K	Buy	+52	New	+$1.35K	﹤0.01%	561
2022 Q1	–	Sell	-212	Closed	-$7K	–	648
2021 Q4	$7K	Hold	212	–	–	﹤0.01%	376
2021 Q3	$7K	Buy	+212	New	+$7.3K	﹤0.01%	341
2021 Q2	–	Sell	-212	Closed	-$7.7K	–	341
2021 Q1	$7K	Sell	212 -6	-3%	-$203	﹤0.01%	357
2020 Q4	$7K	Hold	218	–	–	﹤0.01%	289
2020 Q3	$6K	Buy	+218	New	+$6.31K	﹤0.01%	302
2019 Q4	–	Hold	0	–	–	–	320
2019 Q3	–	Sell	-103	Closed	-$3.71K	–	303
2019 Q2	$4K	Sell	103 -3,528	-97%	-$134K	﹤0.01%	338
2019 Q1	$145K	Buy	3,631 +1,621	+81%	+$66.2K	0.07%	137
2018 Q4	$79K	Buy	+2,010	New	+$80.4K	0.05%	170

Other funds holding NLY

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

Aspire Private Capital's NLY Position: Q2 2026 in Review

Aspire Private Capital reduced its Annaly Capital Management (NLY) stake by 8.1% in Q2 2026, selling an estimated $21.9K and leaving 11,275 shares worth $252K. The position accounts for 0.05% of the portfolio, ranked #163.

Aspire Private Capital first reported a position in NLY in Q4 2018 and has held it in 25 quarters since. The position peaked at $419K in Q1 2025. 129 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

Aspire Private Capital held 11,275 shares of Annaly Capital Management worth $252K as of Q2 2026.
Aspire Private Capital sold 992 Annaly Capital Management shares in Q2 2026, an estimated $21.9K.
Annaly Capital Management made up 0.05% of Aspire Private Capital's portfolio in Q2 2026, its #163 holding.
Aspire Private Capital first reported a position in Annaly Capital Management in Q4 2018 and has held it in 25 quarters since.
Aspire Private Capital's Annaly Capital Management position peaked at $419K in Q1 2025.
129 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Aspire Private Capital's 13F filing for Q2 2026, filed 15 Jul 2026.